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HVAC

Last 90 Days
Month
Completed job revenue
Job revenue total
$139,049
Sep 01 - Sep 30Oct 01 - Oct 31Nov 01 - Nov 30$0$20,000$40,000$60,000$80,000
  • Job revenue last year
  • Job revenue
Scheduled Job revenue
Job revenue total
$168,608
Sep 01 - Sep 30Oct 01 - Oct 31Nov 01 - Nov 30$0$25,000$50,000$75,000$100,000
  • Job revenue last year
  • Job revenue
Average job size (completed jobs)
Avg job size total
$4,214
Sep 01 - Sep 30Oct 01 - Oct 31Nov 01 - Nov 30$0$2,000$4,000$6,000$8,000
  • Avg job size last year
  • Avg job size
Lead conversion by lead source
Conversion rate total
57.14%
YelpFacebookAngi0.00%20.00%40.00%60.00%80.00%
  • Conversion rate
Estimate conversion by employee
Employee
Conversion rate
Won value
Won count
Lost value
Lost count
Open value
Open count

Total

50.00%

$27,089.00

7

$17,906.534

3

$10,430.00

4

Jonathan Conrad

75.00%

$9,482.00

3

$7,850.00

1

$0.00

0

Naomi Marino

66.67%

$8,982.00

2

$990.00

0

$3,445.00

1

Martin Garcia

33.33%

$2,950.00

2

$6,845.74

1

$6,985.00

3

Tech leaderboard
Employee
Job revenue
Avg job size
Job count
Avg rating
Review count
Hrs per tech per job
Total on job hrs
Total travel hrs

Total

$139,049.37

$4,213.62

33

4.16

32

2.3

13.7

4.0

Alex Johnson

$102,987.37

$4,291.14

24

4.1

20

0

0

0

Naomi Marino

$18,859.00

$9,429.50

2

4.6

2

2.8

2.8

0.4

Deion Williams

$15,608.00

$3,902.00

4

3.9

3

4.0

4.0

0.8

Sara Martinez

$14,609.00

$7,304.50

2

4.6

2

1.0

1.0

0.3

Annah Peterson

$1,759.00

$879.50

2

3.9

2

2.9

2.9

0.8

Jonathan Conrad

$1,554.00

$518.00

3

4.0

2

2.5

2.5

0.8

Sean Ting

$859.00

$859.00

1

4.0

1

0.5

0.5

1.0

Profit by job type
Job revenue total
$31,750
RepairInstall$0$4,500$9,000$13,500$18,000
  • Job revenue
Material on jobs
Total quantity total
15.0
Trane 16 seerRheem0.03.06.09.012.0
  • Total quantity
Commissions
Employee
Commission cost

Total

$4,675.02

Alex Johnson

$2,771.24

Deion Williams

$853.00

Sara Martinez

$803.50

Annah Peterson

$105.54

Sean Ting

$51.54

Jonathan Conrad

$47.25

Naomi Marino

$42.95

Job time tracking by employee
Total on job hrs total
13.7
Deion WilliamsAnnah PetersonNaomi MarinoJonathan ConradSara MartinezSean Ting01.12.23.34.4
  • Total on job hrs
Customer name
Customer name
Job revenue
Job count
Avg job size
Gross profit
Review count
Avg rating

Total

$139,049.37

33

$4,213.62

$133,864.35

0

0.0

Kate Smith

$41,882.00

4

$10,470.50

$41,882.00

0

0.0

Dale Olmstead

$18,098.39

2

$9,049.20

$17,038.39

0

0.0

Riya Master

$18,000.00

1

$18,000.00

$18,000.00

0

0.0

Elizabeth K.

$13,750.00

1

$13,750.00

$12,237.50

0

0.0

Sarah Johnson

$10,000.00

1

$10,000.00

$9,450.00

0

0.0

Justin Lee

$8,230.00

1

$8,230.00

$7,777.35

0

0.0

Malee Chen

$7,413.00

5

$1,482.60

$6,850.22

0

0.0

Karol Maciejewski

$5,899.00

1

$5,899.00

$5,574.55

0

0.0

Alex Cardoso Melo

$5,142.00

6

$857.00

$5,094.86

0

0.0

Hayden Markks

$4,550.00

7

$650.00

$4,397.00

0

0.0

Isabella Alves Rocha

$3,985.98

1

$3,985.98

$3,875.98

0

0.0

Kellen Smith

$2,000.00

1

$2,000.00

$2,000.00

0

0.0

Nicolas Dontigny

$99.00

1

$99.00

$99.00

0

0.0

Robert Goulet

$0.00

1

$0.00

-$412.50

0

0.0

Open estimates by employee
Open value total
$233.00
Sara MartinezNaomi MarinoJonathan ConradDeion Williams$0.00$50.00$100.00$150.00$200.00
  • Open value
$0.00